Governance layer for APX
Governance for APX, without replacing APX.
Crestline Account is an enterprise governance and operations platform built on top of SS&C Advent APX. It adds maker/checker controls, governed access without new APX seats, and a modern browser interface to the APX you already run.
Pending change, Sample Portfolio 104
New APX seats needed
Audit trail
Interface, EN | العربية
Maker/checker simulator
Every change needs a second pair of eyes.
Crestline holds every data change as a pending request until a second authorised user approves it. Make a change as the analyst, then review it as the supervisor. Each step lands in the audit trail.
Sample Portfolio 104
Simulation with sample data. Nothing here connects to a real APX system.APX record
System of recordNo approved changes in this session yet.
Approval queue
0 pendingNothing is waiting. Propose a change as Analyst A.
Audit trail
Newest firstWhy Crestline
APX stays your system of record.
Crestline makes it audit-ready, scalable and built for your whole team. It adds maker/checker controls, access management without new APX seats, and a modern interface, without replacing APX.
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Governance
Four-eyes control on every change, with segregation of duties enforced by the system.
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Scale
Your team works through Crestline Account, so no additional APX named-user licences are needed.
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Efficiency
Streamlined workflows, a dashboard and real-time notifications.
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Modern experience
Browser-native, in English and Arabic, and ready to carry your own brand.
Key facts
- APX seats
- No new seats
- Flat annual licence
- APX modules
- 10
- At launch
- Workflow
- Maker → Checker
- Enforced segregation
- Deployment
- On-premise
- Windows service
- Network
- No internet exposure
- Runs inside your network
- Minimum APX version
- v22
- And above
Capabilities
Controls your auditors will recognise.
Maker/checker with enforced segregation
Every data change waits as a pending request until a second authorised user approves it. Nobody can approve their own change.
No new APX seats required
Your whole team works through Crestline on a flat annual licence, without additional APX named users.
Full audit trail on every write
Each action is recorded with a timestamp, the user, and the values before and after.
Granular role and function permissions
Decide who can see, propose and approve, function by function.
10 core APX modules at launch
The core APX modules your operations team uses day to day, behind the same controls.
Native SSRS and analytical reports
Run SSRS reports alongside Crestline's analytical reports, from the same interface.
LDAP and Active Directory sign-in
People sign in with the directory accounts they already have.
English and Arabic interface
The full interface in either language, with right-to-left layout for Arabic.
Reports
83 reports, ready to run.
Holdings, performance, income, risk, client statements and user audit, in SSRS and analytical formats.
Technical standards
Runs inside your network, next to APX.
Deployment
From install to the first approved change.
Install inside your network
Crestline runs as a Windows service on your own servers. Nothing needs to face the internet.
Connect to APX
Crestline reads and writes through the OAuth-secured APX API. Your APX installation stays as it is.
Map roles from Active Directory
Sign-in comes from LDAP or Active Directory, and each group is given the functions it may see, propose or approve.
Go live with maker/checker
From the first day, every change waits for a second approver and every action is written to the audit trail.
In 28 seconds
See Crestline Account at work.
Four-eyes control for SS&C Advent APX.
Plays muted, with the words on screen. Figures shown are sample data.
Questions
Frequently asked questions
Does Crestline replace APX?
No. APX stays your system of record. Crestline sits next to it and adds a second-person approval step and a record of every change.
What does maker-checker mean here?
One person prepares a change and a different person approves it before it reaches APX, so no single user can change account data alone.
Where does Crestline run?
Inside your own network, next to APX.
Put four-eyes control on your APX.
We'll show a change being proposed, refused for self-approval, approved and traced, on a sample APX environment.
Crestline is built by Quantaint, an experienced, independent SS&C Advent implementer and systems integrator. SS&C, Advent and APX are trademarks of their respective owners.